401(k) · DOL Form 5500 · 2023

Charter Construction, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
633
Participants Below avg headcount
47th
Percentile by assets National rank
$9,174
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Charter Construction, Inc. · Sponsored by Charter Construction, Inc. · Tennessee · Construction

$6M in assets, 633 participants

Charter Construction, Inc.'s Charter Construction, Inc. reported $6M in total assets and 633 participants in its 2023 DOL Form 5500 filing, ranking in the 47th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #4,103 in Construction (9,030 peers)

Charter Construction, Inc. multi-year trail

Charter Construction, Inc.'s plans moved +80.1% in assets from 2022 to 2024; this filing shows Charter Construction, Inc. at $6M / 633 participants.

#4,103
in Construction (9,030 peers)
+43.8%
assets growth YoY

Charter Construction, Inc.'s mid-pack asset rank among Construction and all filers

Charter Construction, Inc. vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$5,807,141 47th percentile higher than 47% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Charter Construction, Inc. among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Charter Construction, Inc. sits mid-pack in the medium band (633 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Charter Construction, Inc. reported net income rose from -$66K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Charter Construction, Inc. reported participants rose from 427 in the plan year 2022 filing to 633 in the plan year 2023 filing.
  • Charter Construction, Inc. end-of-year assets rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 621043941 · Charter Construction, Inc. PY 2023 · 401(k)

Charter Construction, Inc. · $6M · 633 · 47th

  • RANK $6M
  • PHOTO 633
  • IND 47th
  • EOY 401(k)
  • 5500 near Baptist Community Ministries Retirement Plan
  • ASSETS ind #4103

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Construction retirement plans → · Plans in Tennessee →

Charter Construction, Inc. in the asset neighbourhood

Charter Construction, Inc.$6MBaptist Community Ministries Retirement PlanBaptist Community Ministries…$6MArbitersports, LLC 401(k) PlanArbitersports, LLC 401(k) Pl…$6MCpm & Rosemurgy Properties 401(k) Retirement PlanCpm & Rosemurgy Properties 4…$6MSouthern Aluminum 401(k) Plan$6M
End-of-year total assets ($M) among Charter Construction, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Charter Construction, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Charter Construction, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 80.06388928366455% vs 2022
2024 filing year
$3M$4M$5M$6M$7M$8M 202220232024 $4.04M $7.27M ▲ +80.0%
Year Plans Participants Total Assets
2022 1 427 $4M
2023 1 633 $6M
2024 1 776 $7M

Charter Construction, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$6M
Net Income$2M
Employer EIN621043941
Plan Effective Date2017-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Tennessee

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Charter Construction, Inc. vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Charter Construction, Inc., Total assets ($B): 0.005807141 · Participants: 633Charter Construction, Inc.Fedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Charter Construction, Inc. vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Charter Construction, Inc. side-by-side with 3 peers →

Charter Construction, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Baptist Community Ministries Retirement Plan in LA ($6M); by covered participants it is Apptio Retirement Plan in WA (633 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (633 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Charter Construction, Inc. assets move in 2023? ▼
Charter Construction, Inc. surged - up 43.8% during 2023, from $4M to $6M. Reported net income was $2M.
How have Charter Construction, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Charter Construction, Inc.'s sponsor-wide assets grew 80.1%, from $4M to $7M.
Which 401(k) plans are similar in size to Charter Construction, Inc.? ▼
Among 401(k) plans in other states, the closest by assets is Baptist Community Ministries Retirement Plan in LA ($6M, 28 participants).
Which 401(k) plans cover a similar participant headcount to Charter Construction, Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is Apptio Retirement Plan in WA (633 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 621043941.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.